Capitol-Family-Office
AI_NATIVE detailed information: This accession holds the following tickers:[ null, "ADBE", "T", "CAT", null, null, null, "HD", "META", null, "MSFT", "IJR", null, null, "AAPL", "SPY", "NVDA", null, "INTC", "MRK", "AMGN", null, null, null, null, null, null, null, "AFL", "UA", "AMZN", "ESGV", "VTV", "ESGU", "LULU", "BRK-B", "DELL", "RSP", "NKE", "IWM", "DIS", "GOOG", "XOM", "LLY", "TSLA", "XLK", "VTI", "JPM" ]
Filing Details
13F-HR/A • 2025-03-31
Filing Details
13F-HR/A • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-04-24
- Total Holdings
- 48
- Total Value
- 70672611
- Accession Number
- 0001863768-25-000003
- Form Type
- 13F-HR/A
- Manager Name
- Capitol-Family-Office
Data Enrichment
69% identified33 identified15 unidentified
Holdings
48 positions • $70.7M total value
Manager:
Search and click to pin securities to the top
Page 3 of 3
46435U218
Shares:164
Value:$15.7K
% of Portfolio:0.0% ($15.7K/$70.7M)
67092P300
Shares:139
Value:$5.6K
% of Portfolio:0.0% ($5.6K/$70.7M)
78468R531
Shares:99
Value:$5.3K
% of Portfolio:0.0% ($5.3K/$70.7M)
233051150
Shares:104
Value:$5.2K
% of Portfolio:0.0% ($5.2K/$70.7M)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
---|---|---|---|---|---|---|
(cusip46435U218)✕ | 164 | QoQ NEW(+164) YoY NEW(+164) | All Managers (Combined) | $15.7K | 0.0% ($15.7K/$70.7M) | QoQ NEW(+$15.7K) YoY NEW(+$15.7K) |
2.0K | QoQ NEW(+2.0K) YoY NEW(+2.0K) | All Managers (Combined) | $11.7K | 0.0% ($11.7K/$70.7M) | QoQ NEW(+$11.7K) YoY NEW(+$11.7K) | |
17 | QoQ NEW(+17) YoY NEW(+17) | All Managers (Combined) | $9.5K | 0.0% ($9.5K/$70.7M) | QoQ NEW(+$9.5K) YoY NEW(+$9.5K) | |
NVIDIA CORP(NVDAcusip67066G104) | 70 | QoQ NEW(+70) YoY NEW(+70) | All Managers (Combined) | $7.6K | 0.0% ($7.6K/$70.7M) | QoQ NEW(+$7.6K) YoY NEW(+$7.6K) |
(cusip67092P300)✕ | 139 | QoQ NEW(+139) YoY NEW(+139) | All Managers (Combined) | $5.6K | 0.0% ($5.6K/$70.7M) | QoQ NEW(+$5.6K) YoY NEW(+$5.6K) |
(cusip78468R531)✕ | 99 | QoQ NEW(+99) YoY NEW(+99) | All Managers (Combined) | $5.3K | 0.0% ($5.3K/$70.7M) | QoQ NEW(+$5.3K) YoY NEW(+$5.3K) |
(cusip233051150)✕ | 104 | QoQ NEW(+104) YoY NEW(+104) | All Managers (Combined) | $5.2K | 0.0% ($5.2K/$70.7M) | QoQ NEW(+$5.2K) YoY NEW(+$5.2K) |
42 | QoQ NEW(+42) YoY NEW(+42) | All Managers (Combined) | $5.1K | 0.0% ($5.1K/$70.7M) | QoQ NEW(+$5.1K) YoY NEW(+$5.1K) |